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Book Description Softcover. Condition: New. First Edition. Oversold and Underserved explores the challenges the mass affluent market faces in their search for financial planning advice and offers practical tools to help planners position themselves as champions in the lives of this enormous market segment. In it, planners will find stories that will enhance their services and strengthen the relationships they've built with this clientele. From how to most effectively set up your office and staff to how to tap the wisdom your clients can offer, the author shares a formula to determine whether your clients' needs are being met, a philosophy about how to write a meaningful financial plan, and an innovative and energetic approach to marketing that you're unlikely to find in other titles. Seller Inventory # DADAX0979877520
Book Description Condition: New. Book is in NEW condition. 1.2. Seller Inventory # 0979877520-2-1
Book Description Condition: New. New! This book is in the same immaculate condition as when it was published 1.2. Seller Inventory # 353-0979877520-new